Add Contact to Target List

Is it possible to add a Contact to a Target List while in the Account Screen or Contact Screen?

The use case is that we are going to do a Customer Sat survey and I need users to go to an account and choose the specific Contacts the survey should go to and then add them to a Target List.

  • this would be PERFECT!

    what do you think? Possible?

  • Okay, thank you
    Let me show an option - how adding to Target List from Contact subpanel could be achieved with configuring Sugar behavior and no interface development.

    Just use Tag as a command for Sugar behavior (this is not a mockup but real configured behavior):

    5857.addToTLCommand.mp4

    To make this work, I used Logic Builder as described in the post above - draw a flowchart,  then got zip package with a click.

    Clubbers may feel free to install zip into Sugar and use it for their purposes

    6735.z20210127_flowchart.zip

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • , forgive my curiosity, but may I ask why the customization with development efforts could be preferred over ready-to-use configuring for this case?
    Isn't that work according to expectations:
    sugarclub.sugarcrm.com/.../24184

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • in theory it is simple to add such drawer.

    Lets get ListLayout as an example:

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    $viewdefs['base']['layout']['list'] = array(
    'components' => array(
    array(
    'view' => 'massupdate',
    ),
    array(
    'view' => 'massaddtolist',
    ),
    array(
    'view' => 'recordlist',
    'primary' => true,
    ),
    array(
    'view' => 'list-bottom',
    ),
    ),
    );
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    Now lets look at SubpanelLayout

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    $viewdefs['base']['layout']['subpanel'] = array (
    'template' => 'panel',
    'components' => array (
    array (
    'view' => 'panel-top',
    ),
    array (
    'view' => 'subpanel-list',
    ),
    array (
    'view' => 'list-bottom',
    ),
    ),
    'last_state' => array(
    'id' => 'subpanel'
    ),
    );
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    So we may need to add view massaddtolist between panel-top and subpanel-list and inherit the code which manage its rendering.

    This is it!!!!

    "A piece of cake", or as we say here in Brazil: "Mamão com açúcar" (Papaya with sugar)

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Hey somehow I missed your reply. I am going to try that now. Thank you!

  • That worked just as you explained . Our challenge will be to create shorter TL names so it is easier.

  • Would this be possible on sugarondemand?

  • Whatsoever short identifier is provided for the TL record, the logic could be adjusted to use that identifier - it will take just a few clicks in Logic Builder environment

    Let me know the  "command" Tag spelling you would prefer for your case - and I will get back with a zip

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Thank you. The "Add To TL:" is fine, but our TL names tend to be long. This is a good opportunity to figure out how we shorten them.

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